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CAPITAL A WEALTH MANAGEMENT
312 N Jefferson Street
New Castle, Pennsylvania 16101
Tel: 724-658-4211
About CAPITAL A WEALTH MANAGEMENT
CAPITAL A WEALTH MANAGEMENT, formally registered with the SEC as CAPITAL A WEALTH MANAGEMENT. The firm was established in 11/22/2023. They have over 4 offices throughout the country.
CAPITAL A WEALTH MANAGEMENT is a New Castle, Pennsylvania based Financial Planning firm with nearly $412,329,590 assets under management, offering retirement planning & investment advisory services to 2092 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328863 |
| SEC# | 801-129086 |
| Assets Managed by Firm | $412,329,590 |
| No. of Clients | 2092 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2092 | $412,329,590 |
| Individuals (other than high net worth individuals) | 796 | $243,487,138 |
| High net worth individuals | 70 | $126,470,594 |
| Pension and profit sharing plans | 46 | $12,628,365 |
| Charitable organizations | Fewer than 5 clients | $87,269 |
| Corporations or other businesses | Fewer than 5 clients | $910,786 |
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|---|---|---|---|
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